Importing Data Flashcards
True or False: Data entered via the data loader can bypass validation rules.
TRUE
Which users have access to import wizards?
Users need the “Import Personal Contacts” perm to use the Personal Accounts/Contact wizard. (Standard User profile)
Users need “Import Leads” perm to use the Leads wizard (Marketing User checkbox on the User record and/or the Import Leads perm on the profile (Marketing User profile)
Describe the benefits of the import wizards.
- Data can be imported from any CSV file.
- You can choose whether or not to trigger workflow with the import.
- Match on Name, Email or Salesforce ID to prevent duplicate records.
List the benefits of the data loader.
- Import large files (50,000 or greater.)
- Load objects such as products or opportunities
- Save field mappings for later use.
- Update, upsert, export or delete data.
Can a bad import be undone?
Yes- using mass delete records.
Can user records be deleted?
No
List three ways to back up data.
Reports, scheduled backup service, manual backup
What can you do with users’ records when they leave the company?
Closed records such as opportunities and cases can be left assigned to their respective users, while open records can be transferred to new owners using the mass transfer tool.
Which of the following objects can Admnistrators NOT import via the Import Wizard?
- Accounts
- Contacts
- Cases
- Leads
- Solutions
- Custom Objects
Admins CANNOT import Cases
True or False: You can trigger workflows from an import using an import wizard
TRUE
True or False: Data entered via the import wizard can bypass validation rules.
FALSE
If a required field is blank in the data to be imported via the wizard, will the import fail entirely or just for that record?
Just for that record
If the owner field is left blank in an import file used with the import wizard, what happens?
- the record is asisgned to a queue
- the record is assigned to the user doing the import
The record is assigned to the user doing the import
